How do I downgrade a membership for a constituent?

You may have a member that joined recently, but then decided to downgrade their membership. You may need to process a downgrade in the back office for one of your constituents soon after they signed up.

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Step #1: We would first need to refund the difference in payment between these two levels.

Note: If the payment is already deposited, you may need to first unlock the deposit using the steps here.

For Sales Order:

Go to Sales > Refunds.

Search for the order number to bring up this transaction.

Under the Refund column, change the monetary amount to reflect the difference in cost.

Adjust the payment method as necessary, and then click Refund.

When it asks if you want to Cancel the membership, click No.

For Back Office Payment:

Navigate to Revenue > Transaction Search

Search for the membership payment and open payment record

At top left, click Edit Payment

At top, change the Amount to the correct cost of the membership

Within Current Applications, change the Applied amount to the correct cost of the membership

Save

Step #2: Once the refund is complete, we can change the level from the membership record.

Go to the constituent record, and click the name of the membership inside the Membership tile.

Click Other Tasks at the top.

Click Edit Membership Details.

Click the dropdown box for Level, and adjust this to the member's new level.

Click Save.

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